District 5360 Rotary Foundation Seminar The Rotary Foundation (TRF)

The Rotary Foundation (TRF) Doing Good in the World 2

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The Rotary Foundation Key requirements Financials Accountability & Transparency 4

The Rotary Foundation Scores and Stars Financials Accountability and Transparency Stars out of 44 Stars The highest rating (Charity Navigator 2015) 5

The Funding Model Overheads in round numbers are 10 cents on the dollar Funded by income on donations to the Annual Fund - Share over 3 years For full disclosure Google: Rotary Foundation Funding Model - “ Our Foundation's Funding Model presentation with slide n” Our Foundation's Funding Model presentation with slide n 6

Annual Fund – Share Donations Remain in Foundation for 3 Years Income Pays Foundation Expenses Donations Returned for District use (Referred to as DDF or District Designated Funds) District Grants to Clubs for Projects Global Grants approved by Trustees Your Donation put to work by YOU! 7

District 5360 Rotary Foundation Seminar Annual Fund Distribution Based on District-wide Projects Multiple use Economic Develop Maternal/Health Water Literacy Scholarships Travel Grant

Does your club participate? If not this year then another BUT Does it matter as it’s really all about 9

To qualify for a project grant Each club must have an average contribution per member to the Annual Fund - Share of US$50. Attend DGS Qualification seminar. Project must be sustainable For full details: rotary5360.carotary5360.ca Heading “Foundation” - “District Grants” 10

Sustainability Long-term solutions to community needs That beneficiaries can maintain after grant funding ends. 6 Steps: Assess community needs Use local materials Identify a local funding source Provide training, education and outreach Motivate beneficiaries to take ownership Monitor and evaluate 11

The Rotary Foundation Funded by Donations from members - Like You! Matching funds from outside sources ( an endorsement of the Foundation’s standing) For example Bill and Melinda Gates Foundation The Government of Alberta Your Employer 12

The Rotary Foundation Giving options Annual Fund - Capital returned for Member directed projects worldwide Endowment Fund - Income used for grants and projects worldwide PolioPlus Fund - Capital and income used for polio eradication Specific Causes - Rotary areas of focus Remember you can split your donations between the various funds 13

Rotary Areas of Focus Promoting Peace Fighting Diseases Providing Clean Water Saving Mothers and Children Supporting Education Growing Local Economies Full details - GIVEwww.rotary.org 14

The Rotary Foundation Donation recognition levels Sustaining Member - US$100 p.a. Paul Harris Fellow - US$1,000 Major Donor - US$10,000+ Paul Harris Society - US$1,000 p.a. Arch C Klumph Society US$250,000+ Benefactor/Bequest Society - Will ( Details at - GIVE - Recognition) 15

Sustaining Member What does it take to become a 100% sustaining member, or club? - 1 Coffee and Donut a week - 1 Beer a week - 2 Dollars on your weekly lunch - Club Matching Funds/Points 16

District 5360 Appreciation Members who sign on to the Recurring Payment Program Will be awarded 100 Rotary Foundation Recognition Points towards their Paul Harris Fellow ( Details at - GIVE - Recognition) 17

Larger Donors Consider donating shares - Donate at Market Value - Disposition at Cost Base - No Capital Gains Tax 18

The Rotary Foundation When to donate? Monthly by Direct Debit Annually (Maybe in Foundation Month, November, for tax benefit) Upon Death or All of the above 19

The Rotary Foundation Resources – The Rotary Foundation – GIVE District Gifting Chair - Mike French 20

Other clubs “Bright Ideas” Foundation buddies Percentage of dollars per fundraiser or event are donated to TRF Wills and estate planning session re: charitable gifting Separate fundraiser for Polio 21

The Rotary Foundation “Doing Good in the World” - Transforming lives …….. 22

District 5360 Rotary Foundation Seminar Ugandan Children with guardian hoping for scholarships

District 5360 Rotary Foundation Seminar The difference a scholarship can make

District 5360 Rotary Foundation Seminar

Donation Choices The Rotary Foundation (TRF); your Charity of Choice for International and Community projects For local projects consider your local Foundations (E.G. The Calgary Rotary Clubs Foundation; Community Foundation of Southeastern Alberta; Community Foundation of Lethbridge & Southwestern Alberta; etc.) Remember you can always support both! 27

If you are not a supporter of YOUR Rotary Foundation Please ask yourself WHY NOT? What is stopping you? 28

What do you need to know to become a donor? Please ask your club Foundation Chair for more information 29

Please consider The Rotary Foundation (as one of) Your Charity of Choice Thank-you Your District Foundation Gifting Committee 30